Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise over $500 billion of third-party capital for its customers. It has also directly invested nearly $50 billion in the Frontier AI labs, effectively underwriting its own demand.
Eight of the past 10 Septembers took the chip stock lower. The market's own September record explains only part of that.
The programs the deal covers in the near term were already inside the targets management had published, and it is connectivity rather than custom silicon that management points to for the raise that did arrive.
Advanced Micro Devices Inc stock was little changed in Monday premarket trading as the chipmaker announced it was expanding its AI infrastructure footprint in Saudi Arabia.AMD shares are also trading below their June peak, keeping attention on whether the stock...
JEPI's monthly income has made it a default choice for yield-hungry investors, but a quiet tax problem erodes those payouts for anyone holding shares in a taxable account. JPMorgan just launched two sibling funds designed to shift when the IRS collects, and the tradeoffs are not obvious.
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading into 2027 are far higher than the label suggests.
AMD stock gains after launching a new AI platform in Saudi Arabia in collaboration with Cisco. But does that warrant buying AMD shares? Let’s find out!
Micron Technology will report its quarterly results in September, and recent results from AI chipmakers suggest it could easily exceed expectations.
Everyone is chasing the same AI trade, but one chipmaker sitting in NVIDIA's shadow just posted 50% revenue growth and landed commitments worth gigawatts from two of the biggest names in tech. The real question is whether the valuation leaves any room to be wrong.
In recent days, AMD, Cisco and HUMAIN detailed plans to expand their joint AI infrastructure in Saudi Arabia to as much as 1 GW by 2030, while Cisco also introduced a Sovereign Critical Infrastructure portfolio in Canada for air-gapped, on‑premises deployments across key sectors. Taken together, these moves show Cisco pushing deeper into sovereign AI and critical infrastructure, targeting customers that need high‑performance compute alongside strict data residency and control. We’ll now...
The European contract validates AMD's newest processors, but the entire project value does not belong to the chipmaker.
The projection reflects that demand is going nowhere. It does show, however, that NVDA stock still has plenty of room to run.
AMD and Cisco plan to expand HUMAIN's infrastructure to 250 MW from 2027 and as much as 1 GW by 2030.
Ark sold roughly $95 million of AMD while buying about $94 million of Nvidia and Broadcom.
New Saudi AI Platform Puts AMD Chips to Work
Nvidia stock is back in fashion. For evidence the chip maker is once again attracting growth-hungry investors, look no further than ARK Invest’s Cathie Wood. After its recent blowout earnings, Nvidia should be able to shed fears that it is too big to grow at a rapid rate.
Advanced Energy rides AI and semiconductor spending with strong earnings growth, while Fluence struggles with losses and weaker forecasts.
Investing.com -- Leading chip companies at this year’s Hot Chips conference identified a shared engineering priority — maximizing computing performance within fixed power constraints, according to Barclays.
ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position
Nvidia is back in fashion. For evidence the chip maker is once again attracting growth-hungry investors, look no further than ARK Invest’s Cathie Wood. After its recent blowout earnings, Nvidia should be able to shed fears that it is too big to grow at a rapid rate.
The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.
Advanced Micro Devices (NasdaqGS:AMD) is in focus as the U.S. government reportedly weighs new tariffs on semiconductors and related technology hardware. The potential measures target imported chips and components that could affect AMD's supply chain and manufacturing costs. Any tariff decision would add a fresh regulatory risk factor for AMD in addition to existing attention on AI and security issues. This possible shift in trade policy highlights the broader story around AI infrastructure...
Taiwan Semiconductor is primed to be a major winner over the next few years.
Nvidia announced stellar second-quarter results, but one number is particularly bad news for some of its chip competitors.
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